The Power of Financial Planning The "Power of Financial Planning" white paper addresses: The definition of financial planning The benefits of financial planning CFP® certification requirements Financial designation ambiguity Eight traits to look for in a financial planner Distinction between investment management and financial planning CFA charter requirements Diversified cruise control Applying the wisdom of Charles Munger: “febezzlement” Reverse Mortgage The "Reverse Mortgage" white paper addresses the features of reverse mortgages, factors that impact the amount for which a borrower is eligible, qualification criteria, and stories from real-life experiences.